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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,519 | $106,524+0.9% | $152,301-29.4% | $87,485+22.9% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.4%+14.0pp | 68.9%+27.5pp |
| Annual return | 27.16% | 26.89%+0.3pp | 80.50%-53.3pp | 26.06%+1.1pp |
| Employer contribution / active EE | $4,173 | $3,371+23.8% | $4,624-9.8% | $2,596+60.7% |
| Participant deferral / active EE | $8,561 | $6,525+31.2% | $8,004+7.0% | $4,274+100.3% |
| Admin fee / account holder | $9,392 | $8,287+13.3% | $14,398-34.8% | $7,775+20.8% |